Month: November 2009

Video: This Idea Is “Cutting Edge”

Are we actually debating this? Let people do what they want to do….. Or maybe we should consider whether this is going to be paid for by the governments health care bill.

Slow news day I suppose….

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Links and Reading for November 9th

Some of the more interesting and important items for November 9th :

Fed Tarullo: Stress Tests Showed Flaws In Bank Risk Judgment – The 10.2% unemployment is way over the limit
Industry pushes chocolate milk in schools – Does this make any sense?
Kraft makes new, lowered bid for Cadbury –...

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David Rosenberg on Equity Fund Flows – No Powder Remains

David Rosenberg, no bull on U.S. equities has an interesting piece out today. This has been a trend that we are continuing to see develop. Volume is soft on up days while quite the opposite on the down days. Also, fund flows are moving toward assets with lower betas along...

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Why We Did NOT Hold Devry (DV)

A couple of weeks ago we added a position of Devry (DV) after they posted excellent earnings and discussed a rosy outlook. That was on the heels of the announcement that Apollo (APOL) was being investigated over some of their accounting practices related to student recruitment.

While we do like Devry...

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TDI Podcast 134: Gold $2,000 and Unemployment 12%

Guest: Kevin Hoffmann, Horowitz & Company and Andrew fret over the high levels of unemployment and the potential for the markets. We answer some important questions about the jobless rate, gold and look at 3 stocks in detail. Gold is reaching new highs, can it breach the $2,000 level in...

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